Accountants, Bookkeepers, Wealth Managers: Monitor 5, 10, 100 clients
from one dashboard. Set alerts and notifications, assign financial task
to team members, control the flow of your business. Choose features
to learn more.

Share only what is necessary, from entire accounts to single transactions. Involve the feedback of your entire team, or an individual about financial data.

Get financial to do’s done! Assign everyting from individual transactions to documents to team members and clients. No more tracking down lost emails or unanswered phone calls.

Send and receive financial documents, store them, share them, attach them to relevant financial transactions, and then task them out.